US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

On May 13, 2026, Avidity Partners Management disclosed a new position in Aktis Oncology (NASDAQ:AKTS) , acquiring 468,566 shares in the first quarter. The estimated transaction value was $9.10 million based on quarterly average pricing. According to a SEC filing dated May 13, 2026, Avidity Partners Management established a new position in Aktis Oncology by purchasing 468,566 shares. The estimated transaction value was $9.10 million, calculated using the average closing price between January 1 and March 31, 2026. The quarter-end value of this stake was $8.79 million, reflecting both the share addition and stock price movement over the period. Aktis Oncology, Inc. is a clinical-stage biotechnology company specializing in the development of targeted radiopharmaceutical therapies for cancer. Leveraging a proprietary miniprotein radioconjugate platform, the company aims to deliver radioisotopes selectively to tumor cells, addressing significant unmet needs in oncology. Continue reading

Jack in the Box ( JACK ) appointed Mark King as executive chairman and interim chief executive officer, effective immediately. Mark King succeeds Lance Tucker. King has served on the company’s board since November 2025 and became board chair in March 2026. He previously served as CEO of Taco Bell. More on Jack In The Box Jack in the Box: Inside The Boardroom Overhaul Jack In The Box: From Bad To Worse Jack in the Box Inc. (JACK) Q1 2026 Earnings Call Transcript Jack In The Box Q2 2026 Earnings Preview Jack In The Box misses top-line and bottom-line estimates; reaffirms FY26 outlook

Micron is now up 89% in a month. Should you sell in May and go away? MSN

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. IREN Limited (NASDAQ:IREN) ranks #7 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 46 IREN Limited (NASDAQ:IREN) operates large data centers and makes money by renting out computing power […]

Source: Bloomberg, 41:23

Enovix press release ( ENVX ): Q1 Non-GAAP EPS of -$0.14 beats by $0.02 . Revenue of $7.6M (+49.0% Y/Y) beats by $0.65M . Cash, cash equivalents and marketable securities totaled approximately $582.7 million at quarter-end, providing liquidity to support qualification completion and commercialization scale-up. Financial Outlook (unaudited, in millions, except per share data) Q2 2026 Guidance (1) Q2 2025 Results Q1 2026 Results Revenue $8.0 – 9.0 $7.5 $7.6 Non-GAAP loss from operations ( 2 ) ($29.0 –32.0) ($26.5) ($28.8) Non-GAAP net loss per share ( 2),(3 ) ($0.13 – 0.17) ($0.13) ($0.14) Capital expenditures ( 4 ) $9.0 – 13.0 $8.0 $3.2 Click to enlarge More on Enovix Enovix: Simply Not Good Enough Enovix: Sell On Persistent Execution Issues And Diminishing Commercialization Prospects Enovix Corporation 2025 Q4 - Results - Earnings Call Presentation Enovix Q1 2026 Earnings Preview Josh Wolfe's lifecording basket, ranked by Quant: two strong buys, four holds, and a sell

格隆汇5月14日｜思科(CSCO.O)：公司正推进一项重组计划，以投资于硅、光学、安全及人工智能等关键增长机会。公司目前预计将确认与此次重组计划相关最高10亿美元的税前费用。预计将在2026财年第四季度确认约4.5亿美元费用，其余部分预计将在2027财年确认。

The registrational intent ACR-368 Phase 2b study is advancing with a prespecified simultaneous interim analysis and data update for both all-comer (biopsy-independent) serous endometrial cancer arms in second half 2026

MSGM Q1 2026: revenue $4.0M (+129% YoY), net income $1.0M, Adj. EBITDA $1.5M (+$0.9M). Le Mans Ultimate V1.3 set a record 8,800 player peak in March.

ROSEVILLE, Minn., May 13, 2026 (GLOBE NEWSWIRE) -- Hawkins, Inc. (Nasdaq: HWKN) today announced fourth quarter and full-year results for its fiscal year ended March 29, 2026.

Source: Bloomberg, 5:11

Key PointsAvidity Partners added 100,000 shares of Oruka Therapeutics in the first quarter; the estimated trade size was $3.48 million.

EschCollection/DigitalVision via Getty Images Introduction In my view, NewtekOne looks cheap by its valuation, though this discount is justified, because the company's earnings quality is still strongly dependent on SBA loan sales, securitization valuations, credit quality, and secondary market liquidity. NewtekOne, Inc. ( NEWT ) operates as a technology-based bank holding company and has finished a three-year transformation from a business development company structure. The main business model is based on Newtek Bank, in which SBA 7(a) loan issuance is adjusted with the quickly growing deposit base, which in 2026 Q1 reached $1.86 billion. Also, the company is traded with a very low valuation at around 6.3x P/E. Even though in Q1 the EPS reached $0.43 and was consistent with the forecast, the market's valuation remains very conservative, where the P/B ratio is at 1.15x, and this shows a skeptical outlook on the company‘s long-term profitability and sustainability outside the SBA program. The net interest margin also faced pressure due to the rapid deposit growth, though net interest revenues grew 23.6% to $17.2 million. Dividend yield has stabilized at the 5.33% level with a $0.19 quarterly payment, which reflects a 33.5% payout ratio, which is much safer than historical BDC ratios. Operational costs grew 7.5%, though banks' efficiency ratio is reaching 40%, proving the advantage of the branchless model . Strategic dependence on non-interest revenues, which amounted to $53.7 million, and also APL loan securitization remain the main risk, because a 15.2% net income margin is sensitive to credit quality changes in the SBA portfolio, whose share of non-performing loans requires constant monitoring. Business Overview NewtekOne's business model in May was fully formed as a technology-based banking platform, whose main business operations are in Newtek Bank. The main revenue-generating source remains the SBA 7(a) loan issuance, where the annual forecast in 2026 remains $1...

vTv Therapeutics press release ( VTVT ): Q1 GAAP EPS of $1.65 beats by $1.21 . Revenue of $36.84M beats by $26.84M . More on vTv Therapeutics VTv Therapeutics: Cadisegliatin's Phase 3 CATT1 Readout Is The Next Catalyst Seeking Alpha’s Quant Rating on vTv Therapeutics Historical earnings data for vTv Therapeutics Financial information for vTv Therapeutics

There is no denying that we are in the midst of an artificial intelligence (AI) supercycle, a prolonged period of strong demand for products and/or services that outstrips supply. The AI supercycle has been in progress for the past three years, overwhelming the supply capacities of chipmakers and software providers. This explains why chipmakers and software companies are sitting on massive backlogs. The demand for AI products and services is so strong that there isn't enough infrastructure to meet it, which explains the huge shortage of memory chips . After all, memory is one of the most important cogs in the AI infrastructure ecosystem, enabling the transfer of large data volumes quickly so that AI data center chips can perform optimally without bottlenecks. This explains why AI data centers have been aggressively securing memory supply through long-term contracts. Continue reading

Medicenna Therapeutics ( MDNA:CA ) on Wednesday said it launched a marketed public offering of securities, with the size, pricing, and terms of the offering to be determined through discussions with sole agent Bloom Burton Securities . The clinical-stage immunotherapy company said the offering will be conducted on a best efforts agency basis. Medicenna said it plans to use the net proceeds primarily to advance the clinical and regulatory development of its lead programs, including MDNA11 and MDNA113, as well as for working capital and general corporate purposes. The offering is subject to customary closing conditions, including regulatory and stock exchange approvals. Source: Press Release More on Medicenna Therapeutics Corp. Medicenna Therapeutics Corp. (MDNA:CA) Presents at 2026 Bloom Burton & Co. Healthcare Investor Conference - Slideshow Historical earnings data for Medicenna Therapeutics Corp. Financial information for Medicenna Therapeutics Corp.

格隆汇5月14日｜思科(CSCO.O)美股盘后上涨超7%。

Richard Drury/DigitalVision via Getty Images Investment Overview The stock of Boston-based healthcare company Ironwood Pharmaceuticals, Inc. ( IRWD ) is down nearly 10% today, trading at $3.73 at the time of writing, after it was reported that its Chief Financial Officer Gregory Martini will resign effective May 15th. According to a filing dated 13th May (today): On May 8, 2026, Gregory Martini notified Ironwood Pharmaceuticals, Inc. that he is resigning from his position as Senior Vice President, Chief Financial Officer, effective May 15, 2026. Mr. Martini’s resignation is not due to any disagreement with the Company on any matter relating to the Company’s financial reporting. Effective May 15, 2026, Ronald Silver, age 44, the Company’s Senior Vice President, Corporate Controller and Chief Accounting Officer, will also serve as the Company’s interim chief financial officer and principal financial officer. Mr. Silver joined the Company in June 2018. Mr. Silver has served as the Company’s Senior Vice President, Corporate Controller and Chief Accounting Officer since January 2025 Last week, Ironwood released its Q1 2026 earnings, reporting revenues of $107m, compared to $41.1m in Q1 2025. The vast majority of revenues earned related to sales of Linzess (linaclotide), a guanylate cyclase-C agonist used for the treatment of irritable bowel syndrome with constipation (IBS-C) and constipation, and marketed and sold by Ironwood's partner, the pharma giant AbbVie ( ABBV ). The company earned net income of $40.8m, or $0.25 per share, compared to a net loss of $(37.4m) recorded in the prior year period, yet Ironwood stock fell after results were reported, from $4.80 per share to ~$4.20 per share and now trades at $3.65, reflecting a market cap valuation of ~$615m. Ironwood Explained - Apraglutide Woes & Linzess Worries Ironwood said that Linzess revenues were up 97% year-over-year owing to "significantly improved net price and 5% year-over-year demand growth" - according to I...

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Micron Technology (NASDAQ:MU) ranks #2 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 137 Micron Technology (NASDAQ:MU) is benefiting from surging demand for high-bandwidth memory (HBM), DRAM, and CPU-side […]

Grok AI Chatbot Says You Should Buy Micron Technology (MU) Yahoo Finance

herstockart/iStock Unreleased via Getty Images With the sharp recent surge in the S&P 500 to new heights, it's easy for investors to become disconnected from the fact that the underlying economy is potentially frail. To me, this is a time for caution and for investing in bargains (but selectively), not to go all-in on stocks, especially not the crowded semiconductor trade. Birkenstock ( BIRK ), the shoemaker, offers a clear signal that consumer spending is down as growth decelerates. The stock recently shed ~10% after reporting weak fiscal Q2 results, and unfortunately I fail to see a light at the end of the tunnel here. Data by YCharts I last wrote an article downgrading Birkenstock from a strong buy to a mere buy in February, when the stock was trading near $39 per share. In retrospect, I should have been even more cautious with the company. The latest Q2 data, showcasing weakening sales growth across geographies, an apparent pullback in B2B orders, and rising inventory, signals that Birkenstock may be in for troubled times ahead. I'm cutting my rating on the stock further to neutral. I continue to see both positives and risks for this company, but recent trends skew my opinion on Birkenstock more to the downside. That said, we should still appreciate several positive elements about this company: Despite its hundreds of years of existence and existing scale, Birkenstock still manages growth. It's true that growth is moderating amid a weaker macroeconomy, but we find it incredibly impressive that the company (founded in 1772 and at a ~€2.5 billion annual sales scale) is still managing to grow at a double-digit pace. The company is expanding its selection of closed-toe shoes while chasing a rapidly expanding market share in Asia. Increased capacity absorption: Several years ago, Birkenstock planned for success and expanded its manufacturing capacity, which drove a temporary hit to gross margins. Now, the company's increased sales scale is allowing the company to del...

onurdongel/iStock via Getty Images Units of Suburban Propane ( SPH ) have been a modest performer over the past year, gaining about 4% alongside paying a dividend. The cold winter has supported recent results, but long-term pressures remain. I last covered Suburban in November , rating the stock a “ S ell,” given slow secular growth and a large debt load. Since then, SPH has returned 10%, keeping pace with the market. With updated financials and a volatile macro environment for petroleum products, now is a good time to revisit SPH. Seeking Alpha In the partnership’s fiscal second quarter , Suburban Propane earned $2.06 per share, which beat estimates by $0.09 even as revenue declined 6% to $551 million. Earnings were down $0.04 from last year, given growth in its unit count. During Q2, PH generated $175 million of EBITDA, flat to last year. Through 6 months, EBITDA is up about $8 million to $259 million, as fiscal Q1 benefited from unusually cold weather, which led to a stronger start for the heating season than is the typical norm. It sold 161.6 retail propane gallons in Q2, which was flat to a year ago. Gross profit was essentially unchanged at $345 million. Heating demand varies year to year based on how cold the winter is. The eastern half of the nation, where Suburban has significant operations, experienced an unusually cold winter, whereas the West was a bit warmer. Some pockets of the Northeast had the coldest winter in several decades. This is an appositive for Suburban, which then needs to supply more propane to its customers. EIA In the East, temperatures were down 3% from last year, whereas they were 17% warmer in the West. This on balance created a favorable demand pattern for heating fuel. Given its slow growth, SPH is managing costs well. G&A spending was flat from last year at about $170 million, and interest expense declined by $1 million to $20 million. While propane demand faces secular decline, SPH is working to diversify its business with a renew...

Oruka Therapeutics press release ( ORKA ): Q1 GAAP EPS of -$0.48 beats by $0.07 . As of March 31, 2026, Oruka had cash, cash equivalents, and marketable securities of $496.0 million. More on Oruka Therapeutics Oruka Therapeutics, Inc. (ORKA) Discusses Interim Results From EVERLAST-A Study of ORKA-001 in Moderate to Severe Plaque Psoriasis - Slideshow Oruka Therapeutics, Inc. (ORKA) Discusses Interim Results From EVERLAST-A Study of ORKA-001 in Moderate to Severe Plaque Psoriasis Transcript Oruka Therapeutics: 'Strong Buy' On Half-Life Extended IL-23p19 Inhibitor ORKA-001 Oruka Therapeutics prices upsized $700M public offering at $72.50 per share Oruka Therapeutics GAAP EPS of -$0.45

Micron Samples 256-GB DDR5 RDIMM for AI Servers embedded.com

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #1 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 312 Microsoft reported strong earnings, but the stock wavered amid CapEx and AI-related concerns. CapEx guidance […]

Microsoft (MSFT): A Top Holding in Grok AI Stock Portfolio For 2026 Yahoo Finance

格隆汇5月14日｜思科(CSCO.O)2026财年营收展望为628亿至630亿美元，2026财年调整后每股收益展望为4.27至4.29美元。

Cisco press release ( CSCO ): Q3 Non-GAAP EPS of $1.06 beats by $0.02 . Revenue of $15.84B (+11.9% Y/Y) beats by $280M . Remaining Performance Obligations (RPO) -- $43.5 billion, up 4% in total. Product RPO was up 6%, of which long-term RPO was $11.7 billion, up 6%. Services RPO was up 2%. Q4 FY 2026 Guidance (1) : Revenue: $16.7 billion to $16.9 billion vs consensus of $15.82B Earnings per Share: GAAP: $0.80 to $0.85; Non-GAAP: $1.16 to $1.18 vs consensus of $1.07 FY 2026 Guidance (1) : Revenue: $62.8 billion to $63.0 billion vs consensus of $61.60B Earnings per Share: GAAP: $3.16 to $3.21; Non-GAAP: $4.27 to $4.29 vs consensus of $4.16 Shares +2.7% AH. More on Cisco S&P 500: Everyone Is Now An Earnings Expert, And A Quick Look At Cisco's Expected Earnings Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem Cisco options market pricing 8% post-earnings move Cisco Q3 preview: AI infrastructure demand, data center growth take center stage

MOO260821C00087000 互動股市圖表 | MOO Aug 2026 87.000 call 股市 Yahoo 財經